--- title: "My Reports Overview" slug: "my-reports-overview" description: "My Reports module overview: navigation, report categories (Financial, Operations, Workforce), and how to find and access reports." updated: 2026-09-01T06:30:05Z published: 2026-09-01T06:30:05Z canonical: "docs.restaurant365.com/my-reports-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # My Reports Overview My Reports is the standard reporting tool available in Restaurant365. Reports are sorted and displayed on tabs that group the reports together, including a My Reports tab that shows user-defined favorites and a user’s most recent reports. In order to view or access any report, users must first be [assigned to a Report Role](/doc/docs/my-reports-assigning-report-roles) that contains a specific report. Users will not be able to view, or run, any reports that are not part of that user’s report role. Report roles can be created and managed by an administrator and can be assigned to as many or few users as needed. --- ## Security Individual users will be able to access and run each report that has been included in their assigned report role, regardless of the user's security role. Users will only be able to run reports for the locations and legal entities that have been assigned to them in their user profile. Learn more about [User Setup and Location Access here](/doc/docs/user-setup-security-and-location-access). Users must have the following permission(s) to manage report roles. - Administration→ - Report Roles - View Report Roles - Create/Edit/Delete Report Roles These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Menu**** 1. Open the **Reports** app. 2. Click **My Reports** from the menu. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WUFHBNM7.png) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## My Reports Page ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EWP1QKU2.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Report Search Bar | Uses key words to search all reports. Search results will surface on a new **Results** report tab. Here, all the reports related to the search terms will be sorted by section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O90UT8WX.png) | | **2** | Report Subscriptions | Opens the [Report Subscriptions](/doc/docs/report-subscriptions) page, where users can view, create, and manage report subscriptions. | | **3** | Report Tabs | The report groupings. The report tab names are representative of the reports listed on this tab. | | **4** | Section | Sections for the listed reports. These sections further sort the reports listed on this tab. | | **5** | Report | The report listing. Each report listing has the following: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MPHBK4YJ.png) \| \| Field/Button \| Description \| \| --- \| --- \| --- \| \| **1** \| Favorite \| Sets or removes the report from the Favorites section. \| \| **2** \| Report Name \| Name of the report. \| \| **3** \| Report View \| Opens report view selector and lists the report view that is set to generate when Run is clicked. \| \| **4** \| Quick Parameter \| Opens quick parameter options (if applicable). \| \| **5** \| Run / Download \| Runs the report or downloads the report in the selected file type. \| \| **6** \| Customize \| Opens the report parameters for editing. \| Read more about [using My Reports](/doc/docs/my-reports-using-my-reports). | | | Field/Button | Description | | **1** | Favorite | Sets or removes the report from the Favorites section. | | **2** | Report Name | Name of the report. | | **3** | Report View | Opens report view selector and lists the report view that is set to generate when Run is clicked. | | **4** | Quick Parameter | Opens quick parameter options (if applicable). | | **5** | Run / Download | Runs the report or downloads the report in the selected file type. | | **6** | Customize | Opens the report parameters for editing. | --- ## My Reports Tabs The My Reports page sorts reports into the following groups and sections: *Click steps to expand for additional information and images.* ### My Reports The My Reports tab is personalized to each user and lists reports in the following sections: - **Recent** - The last five reports run by the user. - **Favorites** - All the reports that have been marked as a favorite by the user. Read about [marking a report as a favorite](https://docs.restaurant365.com/docs/my-reports-using-my-reports#favorites). ### Accounting The Accounting tab lists all reports related to accounts and banking and is sorted into the following sections: **Accounts Payable** - 1096 Form - 1096 Prep - 1096 Printable Form - 1099 Export - 1099 Review - 1099-INT Printable Form - 1099-MISC Printable Form - 1099-NEC Printable Form - AP Aging - Capture Pro Transactions - ComData Export - Mineral Tree Export - Vendor Reconciliation Detail - Vendor Reconciliation Summary **Accounts Receivable** - AR Aging - AR Paid Invoice - Customer Statement **Banking** - ACH Export - Adjusted Cash Balances - AMT Direct Payment Export - Bank Reconciliation Report - Bank to GL Reconciliation - Check - Check Register - Deposit Ticket - Payment Disbursements Export - Payments Created - Positive Pay Export - Positive Pay Export - Citizens - Positive Pay Export - Wells Fargo - R365 AP Payments Billing Report - Uncleared R365 Payments Report - Undeposited Funds **Fixed Assets** - Asset Tag Printout - Asset Value Report - Fixed Asset Activity - Depreciation - Fixed Asset Activity - Disposal and Retirement - Fixed Asset Activity - Place In Service **General** - AP Accrual - Blackline Export - Fiscal Calendar - Fiscal Year Error Check - Franchise Invoicing Report - Summary - Profitability Report - Spread Memorized Transaction List - Synexus Sales Tax Export **Statements** - Account Balance by Location - Account Balance by Location Export - Account Trx Summary by Location Export - Balance Sheet - Balance Sheet - Layout Format - Cash Flow - Cash Flow Side by Side - GL Account Detail - GL Account Detail Blackline - GL Account Detail Export - GL Account Detail with Legal Entity - GL Account Detail with Legal Entity - Portrait - GL Account Detail with Legal Entity Export - Profit and Loss - Profit and Loss - Custom Date - Profit and Loss - Layout Format - Profit and Loss Details - Transaction Detail Export - Transaction Detail Export - Ctuit - Trial Balance - Working Trial Balance ### Enterprise This Enterprise tab lists all available enterprise reports, which are reports that can be run across all instances connected to a brand. Read more about [enterprise reporting](/doc/docs/enterprise-reports). > [!NOTE] > Only corporate instances have access to enterprise reports. For more information, reach out to your CSM. This tab is sorted into the following section: **Enterprise** - Enterprise Reporting - Actual vs Theoretical Location Summary - Enterprise Reporting - Advanced Weekly Sales and Labor - Enterprise Reporting - Cash Sheet Report - Enterprise Reporting - COGS Allotment - Enterprise Reporting - Flash Report - Advanced - Enterprise Reporting - Item Price Change Analysis - Enterprise Reporting - Receiving by Purchased Item ### Inventory The Inventory tab lists all reports related to item use and is sorted into the following sections: **Inventory Management** - Above-Store Actual vs Theoretical Analysis - Actual vs Theoretical Analysis - Actual vs Theoretical Location Summary - Donation Form - Inventory Stock Count Detail - Inventory Variance by Location - Item Transfer Details - Payables Invoice Distribution - Recipe - SAP Inventory Export - Stock Usage - Theoretical On Hand - Waste History - Waste Log Form **Prep** - Prep History - Prep Sheet **Purchasing** - AP Invoice Distribution - BuyersEdge (GPO) Export - COGS Allotment - COGS Analysis by Location - COGS Analysis by Vendor - Contract Violations - Item Cost Analysis by Location - Item Cost Percent Breakout - Item Price Change Analysis - Item Price Verification - Paid Invoice Distribution - Period Purchases Analysis by Vendor - PO to Invoice Reconciliation Report - Purchases by Vendor - Receiving by Purchased Item - Vendor Analysis ### Operations The Sales tab lists all reports related to location sales including menu items, cash management, forecasting, and catering. This tab is sorted into the following sections: **Catering** - Catering Commissions - Catering Event Profitability - Catering Menu - Catering Receivables Aging **Labor Optimization** - Advanced Weekly Sales and Labor - Labor Productivity Analysis by Week - Location Sales and Reg Labor - Sales and Labor Breakout - Sales and Labor Budget Chart - Sales and Labor Productivity Report - Sales vs Labor - Weekly Sales and Labor **Location Performance** - Location Comparison - Location Vital Signs - Operations Overview - Operations Scorecard - Weekly Review - Location **Manager Log** - Daily Sales and Log Entries **Menu Analysis** - Menu Item Analysis - Menu Item Analysis - Legacy Formatting - Menu Price Analysis - Product Mix - Product Mix - Year Over Year **Other** - Product Mix Comparison - Daily Operations Report **Payment Reconciliation** - Cash Reconciliation Export - Cash Sheet Export - Cash Sheet Report - Sales Payment Analysis - Weekly Log **Sales and Forecasting** - Avg Gross Sales by Hour - Avg Gross Sales Ticket Count - Daily Sales Report - DSS Status Report - Extended Daily Sales - Flash Report - Flash Report - Advanced - Guest Check Transaction Detail - Net Sales By Daypart - Sales And Prime Cost - Server Sales Analysis ### Payroll The Payroll tab lists all reports and exports related to payroll and is sorted into the following sections: **Other** - Tip Automation Distributions Report - Pre-Check Earnings **Payroll** - APS Export - Employee Payment Preferences - Garnishment Payroll Detail - PTO Balance Report - PTO Liability Report - W2 Opt-in Report - WOTC Payroll Data (Synergi) Report **Payroll Exports** - ADP Alternate Export - ADP Time Export - ADP Workforce Export - ADP WorkforceNow Temp Cost Number Export - ADP WorkforceNow TotalSource - Labor Punches - Labor Punches - Alliance - Labor Punches - Heartland - Labor Punches - Netchex - Labor Punches - Netchex (Discontinued) - Labor Punches - Paycom - Labor Punches - Paycom Tip Reduction - Labor Punches - Paycom Tip Report - Labor Punches - Paycom Without Headers - Labor Punches - Paycor - Labor Punches - Paylocity - Labor Punches - Paylocity Tip Report - Labor Punches - Paylocity Universal Company Export - Labor Punches - Paylocity WebPay Universal Payroll Export - Labor Punches - Stratex - Labor Punches - VibeMosaic - Labor Punches - Whirks - Paychex Flex Time Export - Paychex Payroll Alternate Export - Paycom Payroll TAI02 File - Paycom Payroll TAI03 File - Payroll Register Report - R365 Payroll Export - UltiPro Alternate - UltiPro Payroll Export - Workday Payroll Export - Worked Hours Export ### Training The Training tab lists reports associated with R365 training and is sorted into the following sections: **R365 Academy** - Academy Progress Report ### Workforce The Workforce tab lists all reports related to employees, shifts, and labor data and is sorted into the following sections: **Employee Management** - Branch Tip Export - Daily Labor Retention Extract - Daily Labor Review - Deduction Audit Report - Demographic Audit Report - EEO - Employee Certification Report - Employee Merge Report - Employee Separation Report - Minimum Wage Adjustment - Minimum Wage Adjustment - Raw Data - Overtime Warning Report - PayrollID Validation Report **Scheduling** - Employee Shift Sign Off Report - Employee vs Guest Count Chart - Labor Actual vs Scheduled - Labor Actual vs Scheduled -Detail - Labor Actual vs Scheduled - Punch Details - Schedule Analysis - Schedule Change Audit - Schedule Variance Acknowledgement Report - Shift Availability Report **Time and Attendance** - Full Time Equivalent Report - Labor Break and Split - Labore by Employee by Job - Labor Hour and Rate Analysis - Labor Payroll Review - Punch Audit Report - Weekly Labor Evaluation - Workforce Payroll Preview Report ### Results > [!NOTE] > This tab only appears when the search bar is used. When this tab appears, it will display all the related search results by section. --- ## Report Roles Setup Report roles are required for users to see and run reports in My Reports. Read more about [report roles setup](/doc/docs/security-permissions-report-roles). --- ## Assigning Report Roles Users will have access to different reports depending on the report role that has been assigned to their user profile. Read more about [assigning report roles](/doc/docs/my-reports-assigning-report-roles). --- ## Using My Reports Learn how to navigate within My Reports. Run reports, create report views, set default parameters, and save reports as Favorites. Read more about [using My Reports.](/doc/docs/my-reports-using-my-reports) --- ## Report Subscriptions Users with the necessary permissions can set up report subscriptions. Report subscriptions routinely send selected users a specific report on a day and time configured in a subscription. Read more about [report subscriptions.](/doc/docs/report-subscriptions) Permission set that grants access to specific reports or reporting features.